Compare · 2 funds side by side · dividends reinvested

VIS and JEPI

VISVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,150VIS · best of the two

02 / 04

VIS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Industrials ETFSectors · Industrials0.09%0.94%+9.7%+11.5%+20.5%+11.4%−13.5%19.2%$8.0B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VIS 2004 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Industrials ETF · $8.0B$17,150

VIS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 9.5% in common

VISMeasureJEPI

+9.7%Year to dateJan 1 → Nov 9+7.5%

+11.5%1 yearTotal return+10.9%

+20.5%3 years · per year$10,000 became $17,512 · $13,679+11.0%

+11.4%5 years · per year$10,000 became $17,150 · $14,448+7.6%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

0.94%Trailing 12-mo yield$94 · $793 a year on $10k7.93%

−13.5%Worst dropSmaller is better−6.7%

19.2%VolatilityLower is calmer9.0%

VISJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3VIS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIS vs JEPI: Top 5 Holdings

Today

VIS

20.5%in top 5

JEPI

in top 59.9%

VISStockJEPI

5.6%CATnot top 5

4.9%GEnot top 5

3.8%GEVnot top 5

3.7%RTXnot top 5

2.5%ETNnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common9.5%

End-of-day Nov 9, 2026 · share of each fund

VIS vs JEPI Returns, Every Period

VanguardVIS

+11.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

VISJEPIFaded: behind in that period

4–0VIS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: VIS vs JEPI

YTD

VanguardVIS

+9.7%

JEPIJ.P. Morgan

+7.5%

+9.7%Year to date+7.5%

−13.5%Worst drop · 1Y−6.7%

19.2%Volatility · 1Y9.0%

0.9%Yield7.9%

$8.0BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIS, JEPI

Today

0.09%lowest, VIS

FundExpense ratioFee$10k

VIS0.09%$9

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIS, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VIS0.94%$94

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIS$94 − $9 = $85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIS, JEPI

Today

9.5%most shared, VIS and JEPI

VISJEPI

VIS—9.5%

JEPI9.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.5%VIS, at 19.2% volatility

JEPIWorst drop−6.7%9.0% vol

VISWorst drop−13.5%19.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIS

+7.5%Year to date+9.7%

7.9%Yield0.9%

+10.9%Past year+11.5%

0.35%Fee0.09%

3–1VIS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026